News and Research

In The News
MiFID II cost impact might be a boost to ETF providersFebruary 19, 2018

One of the most burdensome parts of new trading and transparency rules in Europe will potentially benefit exchange-traded fund providers. Sources said the increased transparency required by the Markets in Financial Instruments Directive II, which came into effect Jan. 3, might be to the benefit of ETFs and their providers in the form of demand … Continue reading “MiFID II cost impact might be a boost to ETF providers”

In The News
The Latest Casualty in the ETF Fee War—Objective Advice

The fee war among asset managers has quietly racked up casualties on an overlooked battleground. It’s hardly news that money managers have been fighting for fund assets, lowering prices on index funds, both mutual and exchange-traded. In theory, that’s great for investors; it’s possible to get a broad-market ETF that charges just 0.03% a year, … Continue reading “The Latest Casualty in the ETF Fee War—Objective Advice”

In The News Weekly updates
Volatility’s RevengeFebruary 14, 2018

As of January 31, 2018. Source: Morningstar Direct. ETF Ownership and launches information sourced to Toroso Investments Research tools, as of February 9, 2018. INDEX PERFORMANCE DATA 02/09/2018         1 Wk 1 Mo 3 Mo 6 Mo 1 Yr QTD YTD Since Inception  Toroso ETF Industry Index (2.38%) (0.68%) 9.90% 17.81% 2.68% 2.68% … Continue reading “Volatility’s Revenge”

In The News
Where Volatility Goes to DieFebruary 13, 2018

Greed, intrigue, and death are the stuff of detective novels, but there’s plenty in the more mundane mystery of two very different exchange-traded products that were at the center of the great volatility blowup on Monday. The ETN, a debt obligation underwritten by Credit Suisse, was killed, but the ProShares ETF survived. But how that … Continue reading “Where Volatility Goes to Die”

In The News
ETFs took a $19B hit last week. Where did it all go?

ETFs, or exchange-traded funds, took a massive beating last week as markets went on a roller-coaster ride with the Dow Jones Industrial Average taking not one but two massive nosedives, losing over 1,000 points twice in one week. Read more on FOXBusiness